Join over 3,000+ people subscribed to our award-winning retirement strategies podcast! Join live or listen to our past podcasts below. During the show we also discuss how to get ready for retirement. Whether you are ready to retire next month, the next 6 months or 5 years from now, we advise on how to prepare your portfolio for retirement. Our show also focuses on discussing 401k’s, estate planning, and insurance coverage.
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Live Saturday mornings from 8AM to 9AM.
“Inspire to Retire” is our weekly radio show aired LIVE at 8AM on WHP580 with Bill Parker. The show concentrates on advising clients about the current trends in the stock markets, highlights stocks “to watch”, and provides advice regarding upcoming retirement strategies. During the show we also discuss how to get ready for retirement. Whether you are ready to retire next month, the next 6 months or 5 years from now, we advise on how to prepare your portfolio for retirement. Our show also focuses on discussing 401k’s, estate planning, and insurance coverage. Whether you listen to our show LIVE or on our podcasts at whp580.com, we want to help educate and inform our listeners so they are comfortable once they finally do make that decision to retire.
Investment Advisor
As an independent, fiduciary advisor, our mission is to always put the client’s needs and objectives above our own. This easily sets us apart from other types of firms in the industry that may be held to a lesser standard than you would expect.
Retirement Planning
Where will your retirement money come from? If you’re like most people, qualified-retirement plans, social security, personal savings and investments. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Wealth Management
Wealth management is more than just investment advice, it incorporates all parts of a person’s financial life. The idea is that high net-worth clients benefit from the holistic approach we provide, coordinating all the services needed to manage their money and plan for their own or their family’s current and future needs.
Estate Planning
Estate planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they’re carried out, even if you are unable to communicate. It can even designate someone to manage your financial affairs.
